AWM
DM

Arbor Wealth Management’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-22,082
Closed -$1.58M 246
2018
Q4
$1.58M Sell
22,082
-823
-4% -$58.8K 1.39% 22
2018
Q3
$1.61M Buy
22,905
+7,613
+50% +$535K 1.27% 33
2018
Q2
$1.07M Buy
+15,292
New +$1.07M 0.84% 40